Wipfli Financial Advisors’s Shell SHEL Stock Holding History

Wipfli Financial Advisors’s Portfolio SHEL Stock Details SHEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$604K	Buy	+12,128	New	+$625K	0.04%	186

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wipfli Financial Advisors's SHEL Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Shell (SHEL) in Q3 2022: 12,128 shares worth $604K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings.

1,098 funds tracked by Wall St. Rank hold SHEL as of Q3 2022.

Wipfli Financial Advisors held 12,128 shares of Shell worth $604K as of Q3 2022.
Shell was a new Wipfli Financial Advisors position in Q3 2022.
Shell made up 0.04% of Wipfli Financial Advisors's portfolio in Q3 2022, its #186 holding.
1,098 funds tracked by Wall St. Rank held Shell as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.